How do I set reminders?

Reminders, Alerts, Scheduling followups

For a demo of how to add reminders for your followup activities watch this video:

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Where do I create Reminders?

It's rare that a prospect is willing to do a deal after the first phone call. Most will require multiple contacts. REIRail makes it easy for you to build followups into your campaign.

To set a reminder, first navigate to the Call Activity screen

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Next select the call that you want to set a follow up reminder for. And click the Call Detail icon

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This will bring you to the Call Detail screen. Scroll to the heading "Add a Reminder or Appointment"

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Scheduling a followup

Place your cursor in the date field to bring up the calendar. Select the date for your followup activity, then add a description and click Add.

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This followup activity is now added to your calendar and visible under Notify> Appointments & Reminders on the menu.

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REIRail will send you an SMS text message in the days leading up to your appointment to remind you of the due date.